Ross Valliant, CFP, EPC

Ross Valliant, a Certified Financial Planner (CFP) and Elder Planning Councilor (EPC), is committed to assisting his clients achieve financial peace of mind in their quest to build, protect, and enhance their wealth and to prepare to prudently pass on their estate. Ross works within the framework of Money Concepts, Ottawa, a franchise of Money Concepts Canada, and is affiliated with AEGON Dealer Services Canada Inc. and National Financial Insurance Agency Inc.

Ross specializes in working with astute people who are in financial transition; people who honestly want to build wealth through tax smart investments and protect their future wealth, those who have built wealth and want to preserve and enhance it, those who have received immediate new wealth, and those who wish to prepare to prudently pass on their estate wealth.

Money Concepts is a growing company of dedicated professionals providing personal, objective financial planning services, products and advice to individuals, families and businesses around the world. Operating within a framework of integrity, professionalism, and trust, we work to help you secure your financial independence.

He may be contacted at 613-839-1954, toll free at 1-866-891-3382, or at 613-828-4423, or ross@TaxSmartInvestor.com.

For more information about Money Concepts please visit their website.